Summary
This guide walks you through the process of adding or changing your payment method in the WATI Billing Portal. Only Administrators and Billing Managers have access to the Billing Portal. If you’re an administrator and cannot see the "Billing" option, contact us for assistance.
Instructions
Steps to Add a New Payment Method
1. Log in to Your Account
Make sure you’re logged in with an Administrator or Billing Manager access.
2. Navigate to Billing Details
Click on More in the main menu.
Select Account Details.
Under Billing Information, click on Billing Details.
3. Edit Payment Information
In the Billing Details section, click on the Edit button.
Click on Add New to add a new payment method.
4. Enter Payment Details
For Credit/Debit Cards:
Enter your card details in the fields provided.
For PayPal:
Click on the PayPal tab and follow the instructions to link your PayPal account.
5. Set as Primary Payment Method
Once the new payment method is added, click Set as Primary to make it the default payment method for future transactions.
Steps to Change an Existing Payment Method
If you wish to update or modify your current payment method, follow these steps:
1. Log in to Your Account
Ensure you are logged in with an Administrator or Billing Manager access.
2. Navigate to Billing Details
Click on More in the main menu.
Select Account Details.
Under Billing Information, click on Billing Details.
3. Edit Current Payment Method
Click on the Edit button in the Billing Details section.
Locate your current payment method (e.g., your existing card).
4. Update Your Payment Method
To update your credit/debit card details:
Click Edit Payment Method next to your current card.
Enter your updated card details.
To switch to PayPal:
Click on the PayPal tab.
Follow the steps to set up PayPal as your payment method.
Frequently Asked Questions (FAQs)
General questions
1. Who can access the Wati Billing Portal?
Only users with Administrator or Billing Manager roles can access the Billing Portal.
2. What should I do if I cannot see the Billing option?
If you are an administrator and do not see the Billing option, contact Wati support for assistance.
Adding a payment method
3. How do I add a new payment method in Wati?
Log in with Administrator or Billing Manager access, go to More > Account Details > Billing Details, click Edit, and then select Add New to enter your payment details.
4. What payment methods can I add?
You can add a credit or debit card, or link your PayPal account as a payment method.
5. How do I set a payment method as the primary one?
After adding a new payment method, click Set as Primary to make it the default for future transactions.
Updating an existing payment method
6. How do I change my current payment method?
Go to Billing Details, click Edit, locate your current payment method, and update the card details or switch to PayPal as needed.
7. Can I switch from a card to PayPal?
Yes. In the Billing Details section, select the PayPal tab and follow the steps to set PayPal as your payment method.
8. Do I need special permissions to update payment information?
Yes. Only Administrators and Billing Managers can add or change payment methods in the Billing Portal.